XLB — SELECT SECTOR SPDR TR SBI MATERIALS

Ownership history in Legacy Private Trust Co.  ·  21 quarters on record

AI Ownership Summary

Legacy Private Trust Co. reported SELECT SECTOR SPDR TR SBI MATERIALS (XLB) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows XLB at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Private Trust Co.'s position in SELECT SECTOR SPDR TR SBI MATERIALS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLB was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLB stock page Legacy Private Trust Co. fund profile Legacy Private Trust Co. full holdings
How Legacy Private Trust Co. held XLB — position size vs. price
% of Fund (quarterly)    XLB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 59,943 -7,722 -11.4% 0.18% $3.0M 2026-04-07 $50.08
2025 Q4 ADDED 67,665 +32,094 +90.2% 0.18% $3.1M 2026-01-08 $47.29
2025 Q3 REDUCED 35,571 -760 -2.1% 0.19% $3.2M 2025-10-08 $44.52
2025 Q2 REDUCED 36,331 -833 -2.2% 0.21% $3.2M 2025-07-08 $44.97
2025 Q1 ADDED 37,164 +1,437 +4.0% 0.22% $3.2M 2025-04-04 $38.19
2024 Q4 ADDED 35,727 +3,574 +11.1% 0.20% $3.0M 2025-01-08 $41.08
2024 Q3 ADDED 32,153 +5,018 +18.5% 0.21% $3.1M 2024-10-07 $46.07
2024 Q2 ADDED 27,135 +631 +2.4% 0.17% $2.4M 2024-07-12 $43.75
2024 Q1 REDUCED 26,504 -420 -1.6% 0.18% $2.5M 2024-04-10 $44.07
2023 Q4 REDUCED 26,924 -2,065 -7.1% 0.18% $2.3M 2024-01-10 $40.08
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLB

As of 2026 Q1 — sorted by position size

City Center Advisors, LLC 0.88% Fulcrum Equity Management 3Y 7Y 0.54% Sage Capital Advisors,llc 3Y 7Y 0.26% Fragasso Financial Advisors Inc 3Y 7Y 0.17% PARK AVENUE SECURITIES LLC 3Y 7Y 0.08% CX Institutional 3Y 7Y 0.08% Hickory Point Bank & Trust 0.06% CoreCap Advisors, LLC 3Y 0.06% U.S. Capital Wealth Advisors, LLC 3Y 0.04% Byrne Asset Management LLC 3Y 0.04%

FAQ About Legacy Private Trust Co. and XLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Private Trust Co. reported owning XLB?

Legacy Private Trust Co. reported XLB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLB position in Legacy Private Trust Co.'s portfolio?

The largest reported portfolio weight for XLB was 0.22% in 2025 Q1.

What is the latest reported XLB position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Private Trust Co. reported 59,943 shares, equal to 0.18% of portfolio, with an estimated market value of $3.0M.

What does the chart on this XLB ownership page compare?

The chart compares Legacy Private Trust Co.'s quarterly XLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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